Who owns SRAD
Which tracked institutional funds hold SRAD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SRAD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
SRAD’s largest tracked holder by dollar value, CANADA PENSION PLAN INVESTMENT BOARD, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SRAD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, we do not read how tracked institutions changed their SRAD positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. Over the same quarter, open-market insider Form 4s were net purchases. A multi-insider buy cluster also fired inside the quarter.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CANADA PENSION PLAN INVESTMENT BOARD | 68,171,745 | $1.0B | 39.2% | 2026-Q2 |
| Technology Crossover Management IX, Ltd. | 29,203,147 | $437M | 16.8% | 2026-Q2 |
| Radcliff Management LLC | 13,135,000 | $197M | 7.6% | 2026-Q2 |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC added | 9,155,000 | $137M | 5.3% | 2026-Q2 |
| Greenhouse Funds LLLP trimmed | 8,287,494 | $124M | 4.8% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 6,572,121 | $98M | 3.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 4,778,244 | $72M | 2.7% | 2026-Q2 |
| Stephens Investment Management Group LLC added | 4,015,656 | $60M | 2.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,420,868 | $37M | 1.4% | 2026-Q2 |
| UBS Group AG trimmed | 2,303,577 | $34M | 1.3% | 2026-Q2 |
| Assenagon Asset Management S.A. new | 2,191,761 | $33M | 1.3% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 2,105,952 | $32M | 1.2% | 2026-Q2 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP added | 1,994,698 | $30M | 1.1% | 2026-Q2 |
| Portolan Capital Management, LLC added | 1,819,949 | $27M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,686,817 | $25M | 1.0% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 1,597,682 | $24M | 0.9% | 2026-Q2 |
| NORGES BANK added | 1,525,041 | $23M | 0.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,045,834 | $16M | 0.6% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC new | 955,994 | $14M | 0.6% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 887,260 | $13M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 829,886 | $12M | 0.5% | 2026-Q2 |
| TD Asset Management Inc trimmed | 708,504 | $11M | 0.4% | 2026-Q2 |
| ASHFORD CAPITAL MANAGEMENT INC trimmed | 705,690 | $11M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 594,061 | $9M | 0.3% | 2026-Q2 |
| BARCLAYS PLC added | 481,043 | $7M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 377,890 | $6M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 360,315 | $5M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 354,924 | $5M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 316,426 | $5M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 309,241 | $5M | 0.2% | 2026-Q2 |
| CAMBIAR INVESTORS LLC added | 307,527 | $5M | 0.2% | 2026-Q2 |
| AXON CAPITAL LP | 234,100 | $4M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 232,278 | $3M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 214,345 | $3M | 0.1% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 210,704 | $3M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 208,132 | $3M | 0.1% | 2026-Q2 |
| WASHINGTON TRUST Co trimmed | 200,736 | $3M | 0.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 196,915 | $3M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 175,140 | $3M | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC added | 174,973 | $3M | 0.1% | 2026-Q2 |
| STRS OHIO trimmed | 170,800 | $3M | 0.1% | 2026-Q2 |
| MYDA Advisors LLC new | 150,000 | $2M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 135,378 | $2M | 0.1% | 2026-Q2 |
| GREYCROFT LP | 130,000 | $2M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 125,290 | $2M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 124,073 | $2M | 0.1% | 2026-Q2 |
| Headlands Technologies LLC new | 113,813 | $2M | 0.1% | 2026-Q2 |
| Caprock Group, LLC new | 100,000 | $1M | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 95,523 | $1M | 0.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC | 94,380 | $1M | 0.1% | 2026-Q2 |
| Walleye Trading LLC added | 85,708 | $1M | 0.0% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 67,948 | $1M | 0.0% | 2026-Q2 |
| LPL Financial LLC added | 62,200 | $931K | 0.0% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC new | 56,848 | $851K | 0.0% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 55,214 | $827K | 0.0% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 54,508 | $816K | 0.0% | 2026-Q2 |
| Shay Capital LLC new | 50,000 | $748K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 49,699 | $744K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 42,379 | $634K | 0.0% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC new | 42,265 | $633K | 0.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 41,150 | $616K | 0.0% | 2026-Q2 |
| Aquatic Capital Management LLC trimmed | 39,867 | $597K | 0.0% | 2026-Q2 |
| Fieldview Capital Management, LLC trimmed | 38,396 | $575K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 37,435 | $560K | 0.0% | 2026-Q2 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN trimmed | 37,240 | $557K | 0.0% | 2026-Q2 |
| BlackRock, Inc. trimmed | 35,751 | $535K | 0.0% | 2026-Q2 |
| Dynamic Technology Lab Private Ltd added | 33,030 | $494K | 0.0% | 2026-Q2 |
| Baldwin Investment Management, LLC trimmed | 31,974 | $479K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 31,395 | $470K | 0.0% | 2026-Q2 |
| Squarepoint Ops LLC added | 30,518 | $457K | 0.0% | 2026-Q2 |
| Goldstone Financial Group, LLC added | 27,805 | $416K | 0.0% | 2026-Q2 |
| Quantbot Technologies LP trimmed | 26,999 | $404K | 0.0% | 2026-Q2 |
| Vontobel Holding Ltd. added | 26,952 | $403K | 0.0% | 2026-Q2 |
| PEAK6 LLC trimmed | 23,608 | $353K | 0.0% | 2026-Q2 |
| Walleye Capital LLC added | 23,374 | $350K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 23,162 | $347K | 0.0% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 23,114 | $346K | 0.0% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 22,568 | $338K | 0.0% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 21,690 | $325K | 0.0% | 2026-Q2 |
| Trexquant Investment LP trimmed | 20,755 | $311K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ new | 20,115 | $301K | 0.0% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC | 20,000 | $299K | 0.0% | 2026-Q2 |
| CHOREO, LLC added | 18,741 | $281K | 0.0% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC new | 18,534 | $277K | 0.0% | 2026-Q2 |
| WINTON GROUP Ltd new | 18,400 | $275K | 0.0% | 2026-Q2 |
| Battery Global Advisors, LLC | 17,800 | $266K | 0.0% | 2026-Q2 |
| Nuveen, LLC new | 17,284 | $259K | 0.0% | 2026-Q2 |
| Apollon Wealth Management, LLC new | 16,629 | $249K | 0.0% | 2026-Q2 |
| Boston Partners new | 16,442 | $246K | 0.0% | 2026-Q2 |
| ALPINE WOODS CAPITAL INVESTORS, LLC new | 16,169 | $242K | 0.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 15,805 | $237K | 0.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 14,975 | $224K | 0.0% | 2026-Q2 |
| Atria Investments, Inc new | 14,230 | $213K | 0.0% | 2026-Q2 |
| MINDSET WEALTH MANAGEMENT, LLC added | 13,305 | $199K | 0.0% | 2026-Q2 |
| ArrowMark Colorado Holdings LLC | 12,424 | $186K | 0.0% | 2026-Q2 |
| Byrne Asset Management LLC new | 11,750 | $176K | 0.0% | 2026-Q2 |
| Centiva Capital, LP trimmed | 11,685 | $175K | 0.0% | 2026-Q2 |
| Blueshift Asset Management, LLC new | 11,653 | $174K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 10,279 | $154K | 0.0% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 9,937 | $149K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.